Our Team
Our team are here to deliver a first-class service and to make a real positive difference to our clients’ lives.
Our team are here to deliver a first-class service and to make a real positive difference to our clients’ lives.
I have has been in the Industry more than twenty years and started Life Financial Planning over 10 years ago, working with clients locally and all across the UK.
My objective is to provide a real return on people’s lives rather than just a return on their money. We offer a true financial planning service — we don’t just look at a client’s money it’s about the person themselves — their family, values, and their objectives.
I worked in large corporate adviser companies prior to setting up Life Financial Planning and felt that I wanted to work with only a small number of clients that I could really make a difference to.
I have always been a strong advocate of independent financial advice and am proud we have continued to stay true to our core values.
Being a Chartered member and Fellow of the PFS (Personal Finance Society) and qualified member of STEP (Society Trust Estate Practitioners) provides clients with the reassurance I have both the all-round technical knowledge and experience needed to be one of the top UK financial planners.
Outside of work I enjoy spending time with my three young children, watching and helping coach various sports as well as taking advantage of the great outdoors with our family dog.
I have been involved from the start of the business and am a qualified adviser. Before joining Life Financial Planning I worked as an editorial manager in legal publishing.
I work across all areas of the business – including supporting the experience of clients to ensure their journey and experience with the firm is as good as it possibly can be. Having experience of being ‘new’ to the finance industry when changing careers helps me to really understand how daunting it can seem from the outside. My aim is to be a friendly and approachable guide to client’s – especially those who are seeking advice for the first time.
Outside of work I enjoy spending time with my family, reading, baking and yoga.
Office. 01422 417315
Email. jen@lifefp.co.uk